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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
24
1
0
1
1
0
16
2
2
INDEPENDENCE TRUST CO

Time Period2017-12-31

Total Holdings76

Total Value ($x1000)90,544
Activities
New8

Increased15

Unchanged40

Decreased13

Sold Out6

Top 10 Stock Holdingstotal 51.32%
HD8.04

BA5.97

MMM5.56

CMCSA5.41

AAPL5.05

 
INTC4.77

JNJ4.67

WMT4.12

WBA4

KO3.73

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
HD
8.04%
COM
BA
5.97%
COM
MMM
5.56%
COM
CMCSA
5.41%
CL A
AAPL
5.05%
COM
INTC
4.77%
COM
JNJ
4.67%
COM
WMT
4.12%
COM
WBA
4%
COM
KO
3.73%
COM
CL
3.63%
COM
MSFT
3.56%
COM
T
3.25%
COM
ABBV
2.8%
COM
ABT
2.69%
COM
STI
2.24%
COM
ADP
2.19%
COM
ITOT
1.99%
CORE S&P TTL STK
MDY
1.91%
UTSER1 S&PDCRP
AEP
1.53%
COM
DWDP
1.2%
COM
IEFA
0.96%
CORE MSCI EAFE
MRK
0.9%
COM
BRK.B
0.8%
CL B NEW
AGG
0.71%
CORE TOTUSBD ETF
IEMG
0.68%
CORE MSCI EMKT
IWW
0.64%
RUS 3000 VAL ETF
FSB
0.63%
COM
VXF
0.62%
EXTEND MKT ETF
GOOGL
0.58%
CAP STK CL A
SSL
0.57%
SPONSORED ADR
AMZN
0.55%
COM
EEM
0.54%
MSCI EMG MKT ETF
NVS
0.5%
SPONSORED ADR
ROST
0.49%
COM
JPM
0.48%
COM
LMT
0.46%
COM
SPY
0.43%
TR UNIT
NOC
0.41%
COM
ODFL
0.41%
COM
EFA
0.4%
MSCI EAFE ETF
FB
0.39%
CL A
MA
0.38%
CL A
AGU
0.38%
COM
AMLP
0.38%
ALERIAN MLP
NEE
0.37%
COM
ARNC
0.36%
COM
CME
0.34%
COM
UTX
0.33%
COM
ABX
0.33%
COM
PFE
0.32%
COM
VALE
0.32%
ADR
MCHP
0.32%
COM
HON
0.3%
COM
BG
0.3%
COM
XOM
0.3%
COM
DIS
0.29%
COM DISNEY
IWM
0.29%
RUSSELL 2000 ETF
MOS
0.29%
COM
MKTX
0.28%
COM
USB
0.28%
COM NEW
XLF
0.27%
SBI INT-FINL
IGM
0.27%
N AMER TECH ETF
AIA
0.26%
ASIA 50 ETF
DFJ
0.25%
JP SMALLCP DIV
UNH
0.25%
COM
AA
0.25%
COM
APTV
0.24%
SHS
RDS/A
0.23%
SPONS ADR A
SBUX
0.23%
COM
PBR
0.23%
SPONSORED ADR
LVS
0.23%
COM
CVX
0.23%
COM
CCI
0.22%
COM
PBR/A
0.22%
SP ADR NON VTG
PPR
0.06%
SH BEN INT
WFC
3.57%
COM
GE
2.78%
COM
HEFA
1.32%
HDG MSCI EAFE
GOVT
0.35%
U.S. TRS BD ETF
CTL
0.22%
COM
BDJ
0.11%
COM